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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,877 | $117,846-61.9% | $102,434-56.2% | $145,884-69.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 13.66% | 31.90%-18.2pp | 29.46%-15.8pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,988 | $3,615-17.3% | $3,023-1.2% | $4,662-35.9% |
| Participant deferral / active EE | $9,499 | $5,733+65.7% | $5,055+87.9% | $6,690+42.0% |
| Admin fee / account holder | $20,036 | $13,356+50.0% | $9,462+111.8% | $13,392+49.6% |